Duncan Macpherson - From The Field

Join Chris Jeppesen, Chief of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as they discuss how some of the best advisors are not trying to be all things to all people, but all things to some people. It's not how big they can get but how small they can stay.

Join Chris Jeppesen, Chief Of Advisory Practices at First Trust, and Duncan MacPherson, CEO of Pareto Systems, as the discuss their upcoming book 'The Blue Square Method' and introduce the premise known as 'Always On', the next step in unlocking another level of both personal and professional development.

In this episode Duncan discusses how progress comes as much from WHO you're exposed to as it does from WHAT you're exposed to. Right-sizing your book of business will allow you to focus on the clients that DESERVE you rather than the clients that NEED you.

Avoid those that are negative, cynical and perpetually fault-finding to avoid becoming part of that environment. Here at Pareto we surround ourselves with a great team of people that are continuously pushing each other to be better. If you are interested in becoming a Pareto Certified Coach and joining this great team visit: https://www.paretosystems.com/coaches-network.html

Scalable growth and client acquisition is based on alignment and your fit process - not overcoming objections. In this episode of the Blue Square Method, The Art and Science of scalable growth, Duncan explains how your fit process and focus on stewardship moves clients through onboarding and to advocacy. Work with my team to establish and/or refine a fit process and achieve scalable growth: www.paretosystems.com/total-client-engagement

This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square Consulting clients. I speak with John about how to make himself obsolete and empower his team to liberate him to do what he get paid to do.

This Lightning in a Bottle audio is from a recent consultation I had with one our Blue Square Consulting clients. We talk about his branding and messaging as he moves up market working with business owners, professionals, and executives.

In this episode of The Blue Square Method, Duncan discusses the difference between a 'sales process' and a 'fit process' and how using a 'fit process' can help a prospective client reveal the unmet needs that they're trying to have addressed. We work our clients to establish a fit process to improve their refer-ability. See if you are a fit for Blue Square: www.paretosystems.com/blue-square

In this episode of The Blue Square Method video Duncan discusses the importance of self motivation in aspiring to the next level in terms of business development and practice management.

Join Pareto Systems CEO Duncan MacPherson and Ted Jenkin, CEO of Hyperchat Social as they discuss 'How to Make Your Brand More Personable with Social Media'

In this episode of The Blue Square Method, Duncan discusses the importance of establishing processes and sticking to plans. We help our clients refine, optimize, professionalize and standardize everything so they can monetize with predictability. See if you are a fit for Blue Square: https://www.paretosystems.com/blue-square.html

In this podcast Duncan demystifies business development and marketing in the financial world; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan's primary goal is to help Knowledge-for-Profit Professionals achieve liberation and order in their businesses through step-by-step methodology and execution. Learn more about Pareto Systems: https://www.paretosystems.com/ Listen to more of Gerard Bissett's Podcasts: https://soundcloud.com/gerard-bissett

In this episode of From the Field, Duncan MacPherson and Chris Jeppesen announce their upcoming book (the follow-up to The Advisor Playbook) entitled 'The Blue Square Method', live from Wall Street. The Blue Square Method focuses on fee-for-service professionals and practice management with a focus on improved work/life balance and self-actualization as you reach for the best version of yourself. We apologize for the sound quality. We will be careful not to record on Wall Street again! Are you looking to become the best version of yourself? Talk to us today about the Blue Square Method process: https://www.paretosystems.com/blue-square.html

In this episode of From the Field, Duncan discusses using symbols to re-inforce your value proposition. Our friends at Lavish Cards produce the highest quality cards that can symbolize your value and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

Taking your process from vapor to paper is Duncan's topic in this episode of From the Field shot on beautiful Okanagan Lake. Sending high quality greeting cards, especially for Thanksgiving Day, can help professionalize the client experience while reinforcing your personal branding. Our friends at Lavish Cards produce the highest quality cards that will allow you to own the mantle and leave a positive, lasting impression with your clients. Visit their website to learn more: www.lavishcards.com

Streamline your processes to elevate the client experience for the 20 percent of your clients who generate 80 percent of your business to take your business to the next level! Do the concepts we post resonate with you? Join me at one of our upcoming 'Mastermind' sessions in Palm Springs or Kelowna this fall where I can help you to start implementing these concepts into your practice. Dates and details here: www.paretosystems.com/mastermind-total-client-engagement

The people who like us the most need us the least! The most successful financial advisors, and basically all knowledge-for-profit professionals, like professional athletes have coaches there at the pinnacle of accomplishment in their fields. To learn more about our coaching options, schedule a complimentary Pareto Intro Call: https://www.paretosystems.com/schedule-a-call.html